Contact form DB (CFDB) – As the name says, this plugin saves your customers/clients/ users contact information, as a database, for your easy use. CFBD saves data from various contact form plugins like Contact Form 7, Gravity Forms, Fast Secure Contact Form, WR ContactForm, Quform (BETA), JetPack Contact Form, Ninja Forms (BETA), Caldera Forms (BETA) CFormsII Forms (BETA) FormCraft Premium (BETA), Formidable Forms (BETA).
This plugin is helpful and saves your time when many users contact through the contact forms. Usually, contact form submission data will be sent via emails. When you get many users, you end up spending lot of time in sorting out the mails, as to check whether the customer sent the form for enquiry, feedback, or any other needs.
It also allows you to export the list to your excel file, email, create like a table, and many other useful methods for easy storage. With this you can easily get the leads (customer details) for your business. This makes the CFDB plugin get a rating of 4.9 out of 5 with 400,000+ active installs.
This plugin has three administration pages under its menu and they are:
• Contact Form DB (default option) – It shows the contacts as a database format
• Short Code – You can create the Short Code to display the contact details as you need.
• Options – Settings option page for CFDB.
So far, we have seen the overview and uses of the CFDB plugin; now we can see how we can use this plugin in our WordPress pages.
As many other plugin, just download the plugin in your WordPress and activate it. You can see the plugin in your page now.
Now, let us see how our CFDB plugin works. To demonstrate this, let me give a small example, to make you understand the process.
We have used Contact Form-7 as contact form in our website. So let me just submit a form from our website and let us see how it is stored in CFDB, and what are the methods used in CFDB plugin, to display the contact details.
This is our Sample contact page, and I have entered some details in the page and Clicked Send button.
Usually, this will be sent to the Admin mail, and they have to check their mail and get back to us with the requested details. But, it is different and easy when CFDB plugin is installed.
After installation, you can see the plugin, and the three submenus as discussed earlier. We will see them in detail now.
1. Contact Form DB:
This is the first submenu and is the default option. When clicked, the page opens like this.
Select the Contact form, from the dropdown list and it will display the details in database format.
As you can see, the sample message that we sent is displayed on the list of messages. It is easy to view the message, the sender’s name, sender email Id and other details that is filled on the Contact form. It is not necessary to go check each and every mail. Just copy the mail Id of the client that needs some information and send the requested message to them. It saves you lot of time.
If you want to view the message separately, just click the submitted link of the message and it is displayed in a separate window (like this).
2. Short code:
It creates short code for the CFDB form, which you can used it in a separate WordPress page, or export it as excel file, or view the details in a separate window (there are many other options too).
Select the Contact Form from the list and enter the admin credential for authentication (it will appear by default, if it not there, then enter your admin credentials).
The next is the Short Code builder. Select from the list of options, as and how you want your data to be displayed. I have selected the cfdb-table, to display the list in table format. There are many other formats available in CFDB plugin.
And the Short Code is ready for you. Just click the code and you can see the results on a new window tab.
When you click the Short Code, it displays all the details (as below).
Now, if you want only some details to be stored and displayed, and not everything, you can achieve it by selecting the columns from the list, that is highlighted in the below picture.
For example, I want to view only the Name and Email Id of the customers, so I have selected only the Name and the Email Id from the list of options.
Now, if you click the Short Code, it displays the list like the image below. Note, that you view only the needed information.
We have so far learned about displaying the information that we need. It is now time for us to learn how to change the headers. Presenting the information is better than clumsy display of data. As we have selected the table view, you can use the Table Headers option to achieve this.
Select the columns that you want to display, from the list of options as shown in the image.
Write the name that needs to be displayed as heading for the particular column. Here, I have selected the Submitted as Date & Time, your- name as Client Name, your-email as Client Email and your-message as Message.
Short Code is now created and when you click it, it displays the result as the image shown below.
As mentioned earlier, we can use the CFDB Short Code with WordPress page to display them in a separate page. To make this as a separate page, just copy the Short Code and paste it in you page where you want the customer details to be displayed.
Here, in the example, I just want to display all the information in my demo page, so I am not selecting any columns here.
Copy the Short Code and paste it in the page where you want the details to be displayed and Click Update button.
Now, go to your website and click the page.
Exporting Data or Saving Data:
As clients are the leads to your business and they create business, it is always a better idea to keep you customer information stored for your future business practices. The above mentioned methods are useful, when you have, say, countable number of customers.
If you have, uncountable number of clients visiting your website every day, and you need to store all the information separately in an excel file or Google Spreadsheet, then you have to export the file and save it in a different location.
We are now going to see how to export the data, to our email, or excel. CFDB plugin gives you many file formats to save your data. We will see few options from the list as I have used only these options in my webpage.
1. Export file to Excel sheet:
It is an easy method and you can do it in two ways, either from Contact form DB option or through Short code method.
1.1 Contact form DB:
We will see how to export customer details from Contact form DB submenu. You must be familiar now as we have learned how to display the details from contact form DB (as explained earlier in the beginning of this session). Just give a try to display the customer details.
Now, select the Excel.xlsx from the list of option in the export dropdown box. You can see, there are many other formats that are supported by CFDB plugin.
Click Export button. You can see the excel file is downloaded to your system.
When you open the excel sheet, you can view the customers information as shown in the image.
1.2 Export file to Google Spread sheet:
In the same way, you can send the file to Google Spread sheet, by clicking the Google Spreadsheet option and click Export.
It will ask your Gmail id where you want to store the file, provide the Gmail id and password and click Upload. The file will be saved in your Gmail account.
2. Export data through Short Code method:
Now we can learn how to export the data through Short Code. Click the Short Code submenu and select the form. You can see in the next row the Export file option.
Select the format in which you want the file to be saved from the list of formats that is displayed.
The Short Code has been created and it is shown like the one in the image below.
Just click the Short Code, and your file is downloaded to your system. It is an easy way to store the data.
Note, that you cannot use this Short Code in your WordPress page as this is to store the information or data in some other location.
Finally, we finish our session with the overview of Options submenu, which is the third submenu in CFDB plugin.
It is nothing but the settings of CFDB plugin, which has the following tabs Integration, Security, Saving, Export, Admin view and System. It allows you to set the authentication and permission for your CFDB plugin as to where and what it should do and should not do (I did not try much option in this as CFDB works well with the default options).